Fee Schedule

2023 Published Fee Schedule

trustee for living trusts

Fiduciary Services for individuals during lifetime

Management of Personal Care, bill paying and Financial Management for individuals $195.00 per hour
Conservatorship Person and/or Estate $195.00 per hour
Agent of Power of Attorney $195.00 per hour
Agent of Health Care Directive/HIPAA $195.00 per hour
Guardian ad litem $195.00 per hour
Litigated Matters $195.00 per hour
Case Manager Fee $100.00 per hour
Expert Witness $375.00 per hour
Expenses At Cost
New Case File/Admin Set up Flat Fee Fee Included
Mileage charge Fee Included

Probate Fees, CA statutory probate based on values of the estate

4% of the first $100,000
3% of the next $100,000
2% of the next $800,000
1% of the next $9,000,000
0.5% of the next $15,000,000

Fiduciary Services for individuals during lifetime:

Agent of Power of Attorney – $195.00 per hour
Agent of Health Care Directive/HIPAA – $195.00 per hour
Guardian ad litem – $195.00 per hour
Litigated Matters – $195.00 per hour
Case Manager Fee – $100.00 per hour
Expert Witness – $375.00 per hour
Expenses – At Cost
New Case File/Admin Set up Flat Fee – Fee Included
Mileage charge – Fee Included

Probate Fees, CA statutory probate based on values of the estate:

4% of the first $100,000
3% of the next $100,000
2% of the next $800,000
1% of the next $9,000,000
0.5% of the next $15,000,000

For Trusts that are $20 Million or larger, the 1% annual fee will apply.